WINNIPEG, MB, May 13, 2025 /CNW/ - IG Wealth Management (IG) and Red River College Polytechnic (RRC Polytech) today announced the inaugural 10 recipients of the IG Empower Your Tomorrow Indigenous ...

Financial advisors are increasingly working in teams, and some of those teams are getting quite large—think 30 or 40 members. In many ways, that is good for clients.

“Cahill Wealth Management is an outstanding addition to our team, and we are very pleased about their decision to join us,” shared Jay Shah, chief executive officer at Edelman Financial Engines.

Private equity-backed Modern Wealth Management, a registered investment advisory firm with more than $7.5 billion in assets under management, is moving into the Chicago market with the acquisition ...

Edelman Financial Engines has completed its first acquisition of the year, adding Michigan-based Cahill Wealth Management to expand its reach in the Midwest. The acquisition, announced Monday ...

WINNIPEG, MB, May 13, 2025 /CNW/ - IG Wealth Management (IG) and Red River College Polytechnic (RRC Polytech) today announced the inaugural 10 recipients of the IG Empower Your Tomorrow Indigenous ...

Artificial intelligence is changing wealth management as it vastly reduces the time required to analyze market data, rebalance portfolios, communicate with clients, and generate leads, to name a ...

These examples highlight just some of the intricate challenges that arise when navigating wealth management without expert guidance. For individuals who have accumulated substantial assets ...

A dedicated team sources cross-divisional business opportunities between the Investment Bank, Asset Management and Wealth Management divisions while driving collaboration and partnering. A joint ...

Walmart, the largest retailer, plans to raise prices due to tariffs. Discover how this impacts the U.S. economy today.

Mumbai, 22 April 2025 – UBS announces today that it has entered into an exclusive strategic collaboration with 360 ONE WAM Ltd (“360 ONE”), one of India's largest independent wealth and asset ...

UBS will sell its Indian onshore wealth business to asset manager 360 ONE WAM in a deal valued at 3.07 billion rupees ($36 million), while taking a nearly 5% stake in the Mumbai-based company.